Meet the Team
I created Investia Financial Services with one goal in mind, to bring modern ideas, creative thinking, and institutional processes to help my clients navigate an ever more complicated investment landscape. Along with my colleagues, I will share my experience and knowledge with you to help you meet your financial goals in this ever-changing landscape. Together, we will develop your strategy to reach the place you want to be.
I don’t take a cookie cutter one size fits all approach to determine a financial plan for a client. As with any goal in life, we need a foundation to begin, a plan to get us there, and the discipline to see our plan to conclusion. This is a journey we take together. As with any journey, we will experience ups and downs, success, and pitfalls. This is to be expected and, in some instances, welcomed as opportunity. When opportunities do arise, we want to be positioned properly to capitalize. When we experience a pitfall, we want to have confidence in our plan, keeping the longer-term goal in view.
We can only do this together, each day, each month, each year. We have the confidence and discipline to work your plan together, make modifications as needed, but stay the course to the end goal; happiness and security to last a lifetime.
Chris Meikle
Owner\Advisor
Chris is a hardworking listener who has his client’s best interests at heart. He takes his role as a financial advisor very seriously and works each day to communicate relevant information to client’s and friends alike. Chris has built close relationships within the financial services industry which can bring a wealth of knowledge and experience to most any investing situation.
Chris was born and raised in Orlando, Florida. He attended the University of Alabama (Roll Tide!) and studied finance and economics. His experience in the banking world out of college provided valuable experience in the world of business. Chris comes from an entrepreneurial family. He knows the value of hard work and the dedication it takes to succeed.
Chris began his career in wealth management and financial planning with UBS Financial Services in 2007. Having gained experience during the worst financial crisis in many generations, he determined to make client education and practical advice a cornerstone of his career.
Everyone needs time to rest and recharge. In his free time, Chris spends time with family and friends, plays golf, enjoys a day on the water fishing, hiking, camping, or just relaxing with a good book.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.